Customer Success Manager l

at  Infusion Software Inc

DAILY EXECUTION EXCELLENCE

• Increase customer retention through review and assessment of their business goals and monitor progress and offer recommendations based on results
• Ensure the highest customer satisfaction and return on their investment in our product while enhancing their experience
• Define business objectives for the customer and develop a strategic direction for success
• Act as point-of-contact for customers, advocating for their interests and giving voice to their feedback
  Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

What you’ll need to have:

• Proficient knowledge of Keap products and features
• Can speak to Lifecycle Marketing to increase adoption
• Can build collaborative relationships with customers
• Communicate clear written and verbal messages
• Assist in assessing risks, benefits, and considerations of alternatives
• Encourage a customer-focused mentality
• Can easily share project status updates at any given time
• Contribute positively to team dynamics
• Manage change within the immediate team and support larger change efforts
• Identify barriers to effective collaboration and escalate issues if unable to resolve

YOUR EXPERIENCE SHOULD INCLUDE…

• 2+ years of sales and marketing experience OR small business coaching experience
• Experience managing a large client load or book of business
• Ability to demonstrate strong business insights
• Experience working with small businesses or have a small business background
• Knowledge of CRM technologies and methodologies
• Project management experience a plus
• Bachelor Degree preferred
  At Keap, we celebrate diversity and inclusion to benefit our employees, our products, our community, and to help small businesses succeed. We do not discriminate based on race, color, ethnicity, ancestry, national origin, religion, sex, gender, gender identity, gender expression, sexual orientation, age, disability, veteran status, marital status or any legally protected status.

Our Customer Success Managers are critical to maintaining the relationship with our customers … they serve in finding customized solutions that best fits the needs of each customer…